Multi-Advisor RIA Firm Builds Proprietary Alternatives Marketplace
The Alternative Investment Opportunity An RIA firm has built a successful practice serving high-net-worth clients across multiple market segments. As their client relationships matured and portfolios grew, demand for alternative investment opportunities increased, especially in recent years. Clients were specifically requesting access to the types of institutional-quality private placements and alternative strategies they knew were […]
How a Regional Broker-Dealer Gained Real-Time Transaction Control and Eliminated the “Email Chase”
The Challenge A regional managing broker-dealer with a growing alternative investment practice faced a critical operational challenge. Despite successfully expanding their alternative investment offerings to meet increasing advisor and client demand, their management infrastructure had become a significant challenge for growth and client service quality. The firm processed over 50 alternative investment transactions monthly across […]
Growing Broker-Dealer Improves Transaction Volume Without Adding Operations Staff
Growth and Challenges A broker-dealer built a successful alternative investment practice over several years, steadily growing their transaction volume and adviser satisfaction. However, the success was beginning to create its own challenges. The firm’s leadership projected that market demand and adviser adoption would require a radically enhancement of their transaction processing capacity within the next […]
A Boutique RIA Transformed Client Experience and Stopped Losing Investors to Paperwork
When Technology Becomes a Competitive Disadvantage An RIA had built a strong reputation for providing personalized investment guidance and access to exclusive alternative investment opportunities. Their expertise in identifying high-quality private placements and their close relationships with fund managers gave them a unique competitive advantage in the market. However, despite successfully educating clients about compelling […]
Why Self-Storage Is the Most Underrated Wealth-Building Asset Class in 2025
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management In a world where Wall Street cycles between hype over artificial intelligence, tech stocks, and consumer staples, a quieter story is unfolding in private markets. The self-storage industry—once dismissed as a niche, low-glamour segment of commercial real estate—has steadily outperformed expectations. In 2025, […]
Why the Smartest Investors Are Doubling Down on Self-Storage Right Now
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management In today’s unpredictable economic landscape, a growing class of sophisticated investors isn’t chasing shiny tech IPOs or betting big on volatile crypto assets. Instead, they’re doubling down on something far more stable, proven, and often overlooked: self-storage. From family offices to seasoned LPs, […]
Why Self-Storage Funds Are Becoming a Staple for Family Offices
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management As wealth managers and institutional allocators reevaluate portfolio resilience in a post-REIT, post-60/40 world, one asset class has quietly surged to the top of strategic allocation models: self-storage funds. Long overlooked as a niche play, self-storage is now a core holding among family […]
What Your CPA Wishes You Knew About Private Real Estate Investing
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management When your CPA pauses during tax season and says, “There’s more to private real estate than just depreciation,” they’re pointing to what often separates average property investors from high-net-worth clients and business owners raising institutional capital. This guide covers what your CPA truly […]
What Investors Get Wrong About Self-Storage and What the Data Says
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management In the world of real estate, perception often trails reality. Nowhere is this more evident than in the self-storage industry. For decades, many investors dismissed the sector as unattractive—a low-glamour niche focused on garages and padlocks rather than institutional-grade returns. But the data […]
The Sector That Quietly Outperformed: Inside the Self Storage Equity Strategy
Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management While Wall Street headlines obsess over artificial intelligence, the tech sector, and which big names to buy stock in next, a less flashy—but quietly superior—investment story has been unfolding under the radar. Self-storage. This humble asset class has quietly outperformed not only consumer […]
